Financial Planning Administrator
Job Type : Permanent, Full Time
Salary : £30000 – £35000/annum + 10% pension + 35 days hol + bank
Financial Planning Assistant. The Role: I am recruiting a Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner) for Paradigm Norton’s central London office (EC1V). The role of Financial Planning Assistant (Financial Services Administrator) involves providing an administration service for the financial planners and client relationship managers who in turn provide financial planning and portfolio management services to high net worth clients.
The successful Financial Planning Assistant will be a highly motivated, enthusiastic individual with excellent administrative skills. They will have experience of working in the financial services sector although they will not be expected to know the intricacies of financial planning as training and support will be provided. While this is supporting the London team, we are happy to consider a degree of home working.
£30,000 to £35,000 plus an exceptional benefits package including; 23 days’ holiday + bank holidays + 12 wellbeing days + support with professional training + generous employers’ pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme.
The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.1 billion of assets under management and employing a team of 70 across three offices: Bristol, London and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser South West award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee owned business. Putting the clients’ goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high net worth clients into workable solutions.
Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner), responsibilities include:
* Providing the administrative assistance involved in providing financial planning and portfolio services to high net worth clients
* Assisting the financial planners with the preparation of client annual reviews.
* Processing new business applications
* Preparing letters of authority, obtaining policy information and updating records.
* Assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations and other documents as required by the team.
* Checking and updating valuations and other policy details.
* Developing relationships with clients, arranging client meetings and collating supporting documents.
* Ensuring the client database is up to date including checking and updating valuations and other policy details.
* General administration – filing and scanning documents, updating spreadsheets, typing, allocating and actioning post and answering the telephone as required.
Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner), skills and experience required:
* Previous experience in a financial services organisation – we have a preference for candidates who have worked in a Financial Planning environment, but we are happy to consider candidates who have worked in any financial services organisation and can demonstrate a commitment to entering the Financial Planning sector.
* Excellent administrative and organisational skills with a great eye for detail
* Professional appearance, confident manner and excellent communication skills
* Strong technology and mathematical aptitude with a good knowledge of Microsoft Office applications (Word, Excel and Outlook) and accurate typing and data input
* A team player with a “can do” attitude. There is a great team atmosphere in the office so we are looking for individuals who are adaptable to change and prepared to participate fully in the successful operation of the business.
* Interested in working towards a Diploma in Financial Planning.
Dawn O’Shea is recruiting the Financial Planning Assistant (Financial Services Administrator, Trainee Paraplanner) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being shortlisted you will be contacted within 14 days to discuss the role and your requirements in more detail
More Information
- Address EC1V, Charterhouse Square, Greater London
